KMWM
IT icon

Keudell/Morrison Wealth Management’s Gartner IT Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$428K Buy
1,060
+110
+12% +$46K 0.1% 135
2025
Q1 		$399K Sell
950
-4
-0.4% -$1.97K 0.09% 132
2024
Q4 		$462K Sell
954
-158
-14% -$81.5K 0.12% 115
2024
Q3 		$564K Hold
1,112
– – 0.15% 103
2024
Q2 		$499K Hold
1,112
– – 0.15% 114
2024
Q1 		$530K Sell
1,112
-8
-0.7% -$3.68K 0.16% 107
2023
Q4 		$505K Buy
1,120
+118
+12% +$47.1K 0.17% 106
2023
Q3 		$344K Sell
1,002
-15
-1% -$5.23K 0.1% 128
2023
Q2 		$356K Sell
1,017
-76
-7% -$24.7K 0.1% 128
2023
Q1 		$356K Hold
1,093
– – 0.1% 124
2022
Q4 		$367K Sell
1,093
-40
-4% -$12.9K 0.12% 116
2022
Q3 		$313K Sell
1,133
-74
-6% -$20.7K 0.12% 129
2022
Q2 		$292K Sell
1,207
-170
-12% -$45.2K 0.11% 139
2022
Q1 		$410K Sell
1,377
-112
-8% -$32.4K 0.17% 115
2021
Q4 		$498K Hold
1,489
– – 0.2% 101
2021
Q3 		$452K Sell
1,489
-41
-3% -$11.9K 0.19% 109
2021
Q2 		$371K Sell
1,530
-475
-24% -$104K 0.2% 118
2021
Q1 		$366K Sell
2,005
-94
-4% -$16.3K 0.21% 114
2020
Q4 		$336K Sell
2,099
-11
-0.5% -$1.58K 0.21% 115
2020
Q3 		$264K Sell
2,110
-168
-7% -$21.4K 0.17% 124
2020
Q2 		$276K Hold
2,278
– – 0.23% 114
2020
Q1 		$227K Buy
2,278
+7
+0.3% +$959 0.22% 120
2019
Q4 		$350K Sell
2,271
-178
-7% -$27.2K 0.24% 106
2019
Q3 		$350K Sell
2,449
-52
-2% -$7.56K 0.29% 96
2019
Q2 		$323K Sell
2,501
-39
-2% -$6.1K 0.28% 99
2019
Q1 		$385K Buy
+2,540
New +$353K 0.34% 91

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Keudell/Morrison Wealth Management's IT Position: Q2 2025 in Review

Keudell/Morrison Wealth Management increased its Gartner (IT) stake by 12% in Q2 2025, buying an estimated $46K and bringing the position to 1,060 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #135.

Keudell/Morrison Wealth Management first reported a position in IT in Q1 2019 and has held it in 26 quarters since. The position peaked at $564K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Keudell/Morrison Wealth Management held 1,060 shares of Gartner worth $428K as of Q2 2025.
  • Keudell/Morrison Wealth Management bought 110 Gartner shares in Q2 2025, an estimated $46K.
  • Gartner made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #135 holding.
  • Keudell/Morrison Wealth Management first reported a position in Gartner in Q1 2019 and has held it in 26 quarters since.
  • Keudell/Morrison Wealth Management's Gartner position peaked at $564K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.